- Financial Planning
- Investment management
- Personal wealth management
- Portfolio Construction & Management
- Risk Management
Daniel Limmer , CFP®Vice President, Private Wealth Advisor
Prior to joining Procyon, Dan spent 20 years as the principal and CEO/Managing Director of Planning Solutions, LLC, an independent financial advisory firm based in Long Island, NY. He graduated from Queens College, CUNY in 1979 summa cum laude with a Bachelor of Science in Mathematics. He pursued trades in computer programming, system design and telecommunications, before finding his calling and attending New York University, where he obtained his certification as a Certified Financial Planner® in 1991.
Dan’s work focuses on designing wealth creation and efficiency strategies for families, business owners and high-net-worth individuals, which has earned him the designation as one of “America’s Top Financial Planners” by the Consumers’ Research Council of America.
Dan splits his time seeing clients in the NY metropolitan area, Florida and various locations across the United States. He currently resides in Boca Raton with his wife, Debbie, and has a wonderful daughter Michelle who lives in Astoria, NY. While Dan enjoys exercise, golf, traveling and cooking, he believes strongly in giving back. As such, he is an active participant in charitable organizations such as St. Jude’s Research, The Special Olympics and The Multiple Sclerosis Organization of America.
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